article_bg_large_2x.jpg
  • News

Cambridge Promotes Sarah Berner to Vice President of Operations

FAIRFIELD, IA  February 7, 2022 –  Cambridge has promoted Sarah Berner to Vice President of Operations. In this role, Berner works with Cambridge leaders and business partners to support the firm’s service vision and drive optimal operating efficiency. Among many duties, Berner also develops and implements strategic initiatives designed to improve overall service standards and help the company achieve its operational goals.

Joining Cambridge in 2018, Berner has nearly 20 years of experience in the financial services industry. She has led the Operations Account Supervision Team since arriving at Cambridge, and has headed the firm’s Client Onboarding and Quality Assurance and Reporting Teams for nearly two years. Additional roles Berner has excelled in include leadership positions with the firm’s Operating Risk and Imaging and Document Services Teams. Berner brings regulatory oversight to Cambridge’s current procedures and has been instrumental in the firm’s strategic business planning efforts to effectively supervise all aspects of operations.

Berner received her bachelor’s degree in finance and international business from the University of Iowa. She holds the FINRA Series 7, 24, and 66 licenses, as well as life, health, and annuity licenses. She is an active member of Cambridge’s Human Capital Leadership Committee, a Registered Corporate Coach (RCC), and a certified Lean Six Sigma Yellow Belt.

About Cambridge

Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country. Cambridge is a multi-year honoree as a top workplace1 and broker-dealer2 of the year.

Contact: Jeff Wulf, Senior Vice President, Cambridge: jeff.wulf@cir2.com or 800-777-6080

 

1The Top Workplace in Iowa, 2021 – 2011, recognition is determined by associate feedback through an anonymous survey conducted by Energage, an independent research company.

2Investment Advisor magazine, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III.


Media & PR Contacts

Please contact Cambridge’s Public Relations Team at publicrelations@cir2.com for news media inquiries, executive speaking engagements, industry sponsorship opportunities, media planning, and community involvement.

The information discussed herein is general in nature and provided for informational purposes only. There is no guarantee as to its accuracy or completeness. Nothing in this white paper constitutes an offer to sell or a solicitation of any offer to buy any type of securities. Reprinted by permission for use by Cambridge. All rights reserved.

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc. For financial professional use only V.CIR.0221-0529

Begin your journey.